CATH vs VIG

ACATH

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common41.7%CATH and VIG

CATH

VIG

Global X - S&P 500 Catholic Values ETF · $1.3BVanguard Dividend Appreciation ETF · $109B

+20.6%3 years · per year$17,535 · $16,669+18.6%

+10.0%5 years · per year$16,121 · $16,243+10.2%

0.29%Expense ratio$29 · $4 on $10k · lower wins0.04%

0.78%12-mo yield$78 · $150 on $10k1.50%

−9.4%Worst dropSmaller wins−7.9%

13.6%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCATH · VIG

6.6%MSFT4.9%

8.3%AAPL4.9%

2.3%AVGO4.3%

1.6%JPM3.9%

Held in common41.7%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	ACATH	Global X - S&P 500 Catholic Values ETFRead Desk	0.29%	0.78%	0.0%	+6.8%	+7.3%	+20.6%	+10.0%	−9.4%	$1.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	ACATH	Global X - S&P 500 Catholic Values ETFRead Desk	0.29%	0.78%	0.0%	+6.8%	+7.3%	+20.6%	+10.0%	−9.4%	$1.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CATH vs VIG

CATH

Global X - S&P 500 Catholic Values

$16,121

VIG

Vanguard Dividend Appreciation

$16,243

MeasureCATHVIG

Fee0.29%0.04%

Cost on $10k a year$29$4

Yield0.78%1.50%

5 years, per year+10.0%+10.2%

3 years, per year+20.6%+18.6%

Worst drop · 1Y−9.4%−7.9%

Volatility · 1Y13.6%10.8%

5–1measures won
VIG first

41.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CATH, VIG, SCHD

Today

41.7%most shared, CATH and VIG

CATHVIGSCHD

CATH—41.7%7.6%

VIG41.7%—14.5%

SCHD7.6%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

CATH$78 − $29 = $49

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee